A customer profile in WIZniche POS supports multiple contacts — useful when a company or household has more than one person who places orders, receives invoices, or needs to be contacted.
When to Add an Additional Contact
A company has a billing contact and a procurement contact who are different people
A household account with two decision-makers
A secondary contact who receives copies of invoices
An alternate phone number or email for the same customer
How to Add an Additional Contact
Click Customers in the left sidebar.
Open the customer profile you want to add a contact to.
Look for the Additional Contacts section within the profile (below the primary contact details).
Click + Add.
Fill in the contact's details:
First Name and Last Name
Email
Phone
Role or relationship (if applicable)
Click Save.
How Additional Contacts Are Used
Additional contacts appear as selectable options when creating invoices or sending payment links for this customer — you can choose which contact receives the communication for each transaction.
Editing or Removing Additional Contacts
Open the customer profile, find the additional contact in the list, and use the edit or remove option next to their entry.
Need Help?
Email: [email protected]
Phone: 844-949-6424 (844-WIZ-niche)
Live Chat: Click the blue WIZchat Messenger icon in the bottom corner of your screen.